Tally.ERP 9 For Automobile Sales and Services

Agenda Automobile Vehicle Sales and Services-Overview How Automobile Vehicle Sales and Services Operations Structured Tally.ERP 9 For Automobile Vehicle Sales and Services Business Process Flow Primary Requirement Tally.ERP 9- Fitment

Automobile Vehicle Sales and Services-Overview MANAGEMENT SALES PURCHASE MANAGEMENT MANAGEMENT SERVICE MANAGEMENT ACCOUNTS INSURANCE RENEWAL MANAGEMENT

How Automobile Vehicle Sales and Services Business Operations Structured

Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services-Purchase Management Automobile Vehicle Sales and Services Overview MANAGEMENT SALES PURCHASE MANAGEMENT MANAGEMENT SERVICE MANAGEMENT ACCOUNTS INSURANCE RENEWAL MANAGEMENT

Process Flow-Purchase Management

Primary Requirement-Purchase Management Category/Module Major Requirement Explanation Purchase Preparation of purchase order or indent request Most cases the PO or indent request is placed in the DMS provided by the manufacturer. Or in case of sub dealers, they prefer to order the vehicle through telecal/ email to dealers. Once the order is placed, dealers will account the same in their software for better understanding and report purpose. Tracking of these PO and the delivery of the vehicle and spare parts against the PO is very important . Pre- delivery inspection (PDI) The PDI gives you the opportunity to record any obvious defects and/or damaged items prior to taking occupancy in godown. PDI confirm that Interior and exterior of vehicle are clean . Examples for PDI are make sure that headlights, tail lights, parking lights, and turn signals function properly. Transit damage report & replacement report These reports generally prepares for the accounting of damaged goods. This report helps the dealer to submit to insurance company for re-imbursement of damaged parts and of not claimable, submit to the manufacturer for replacement of the same. Vehicle transfer to different locations. Incase of multiple locations or branches, as per the request from the respective locations, transfers the vehicle to respective locations or branches. Integration with DMS (Dealer Management System) To avoid the double work, most of the dealers may required to integrate local software with the DMS provided by the manufacturer. Therefore any transaction made in local software , update in DMS or vice versa, saves huge amount of time .

Tally.ERP 9 Fitment- Purchase Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Purchase order Yes 2 Goods receipt note- GRN 3 Purchase invoice 4 Purchase return or replacement chelan 5 Creation of re-order level 6 Bar code printing and scanning for spare parts 7 Transit damage report 8 Branch transfer or location transfer 9 Purchase order summery 10 Re-order level status 11 Purchase register 12 Purchase bill pending report 13 Vehicle and spare parts transfer report 14 Integration with DMS (Dealer Management System) 15 Vehicle or spare parts replacement report 16 Insurance re-imbursement report

Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services- Sales Management Automobile Vehicle Sales and Services Overview MANAGEMENT SALES PURCHASE MANAGEMENT MANAGEMENT SERVICE MANAGEMENT ACCOUNTS INSURANCE RENEWAL MANAGEMENT

Process Flow-Sales Management

Primary Requirement-Sales Management Category/Module Major Requirement Explanation SALES Sales invoice with complete vehicle information Sales invoice should contain the vehicle chaise number, engine number, model number and vehicle registration details. This will helps the customer and dealer for smooth process of the sales. Also dealer may have to use the vehicle details for future purpose. Vehicle transfer or sales to sub dealer In case the sales is done through sub dealer location, on behalf of the sub dealer, dealer will raise the invoice to customer. All the other formalities like registration of vehicle, insurance etc. will be done by sub dealer. Sales certificate will be issued in the name of sub dealer and later they can change the sales certificate in the name of the customer. Handling of different payment modes by customer Customer makes the vehicle payment in different methods. They takes the help of financer/ banker or partial payment by cash and cheque or cash and card etc. Managing the different modes of payment is very crucial. Also they would like to specify the payment details in invoice itself. RTO registration & sales certificate Once the vehicle is booked , vehicle details will send to RTO office for the preparation on RC book and vehicle registration. Tracking of different vehicle registration with RTO is a major requirement for dealers. Once the registration is done, dealer will prepare the sales certificate.

Tally.ERP 9 fitment- Sales Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Preparation of receipt Yes 2 Spare parts/ accessories purchases billing 3 Sales invoice with vehicle history 4 Bar code printing and scanning (Spare Parts) 5 Multiple cash payment handling (Cash/Card/ Cheque/Financer) 6 Spare parts billing with inclusive & exclusive of VAT. 7 Sales certificate generation 8 Sales order processing 9 Sales bill pending 10 Sales man name in sales invoice 11 Movement analysis 12 Columnar report 13 Stock summery 14 Multiple payment reports Contd..

Tally.ERP 9 fitment- Sales Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 15 Daily sales report Yes 16 Model wise sales report 17 Sub dealer sales report 18 Spare parts profit report

Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services-Service Management Automobile Vehicle Sales and Services Overview MANAGEMENT SALES PURCHASE MANAGEMENT MANAGEMENT SERVICE MANAGEMENT ACCOUNTS INSURANCE RENEWAL MANAGEMENT

Process Flow-Service Management

Primary Requirement- Service Management Category/Module Major Requirement Explanation SERVICE Service reminders to customers Customer has to be reminded for next vehicle service . Service reminders will be generally send to those customers whose vehicle is under free service category. This reminders help to build customer loyalty. JOB Card A job card (or task card) is a document that provide all the information needed to complete a service procedure. Job cards also provide the means of recording that a procedure has been completed properly. Once the servicing get complete the job card can be used to record details of service activity and inspection, with relevant information need to routed back into the dealer management system for compliance, audit and management purposes. Free service redemption Many of the dealers wants to track the free service redemption by the customer. Since this free service give revenue to dealers, this is one of the major requirement in service category. Team incentives based on services Incentive for Service engineers has to be calculated based on the performance, every end of the month. This can be based on various parameters like number of vehicle serviced, number of spare parts utilisation etc. Also the incentive will be given on final inspection report by team head.

Tally.ERP 9 Fitment- Service Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Preparation of job card Yes 2 Parts replacement against job card 3 Vehicle history card (Report) 4 Service invoice with service tax 5 Receipt against job card 6 Service reminder – SMS 7 Service reminder – Email 8 Customer data base 9 Customer data base service report 10 Multiple payment handling 11 Tracking of accidental insurance claim against the job card 12 Team wise service report 13 Service executive wise service report 14 Daily closed job card report Contd..

Tally.ERP 9 Fitment- Service Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 15 Job card report Yes 16 Day wise service report 17 Day wise job card report 18 Warranty report (Spare Parts) 19 Battery warranty report 20 Accidental service report 21 Free service report 22 Paid service report 23 Service follow up report 24 Vehicle timing sheet 25 Service redemption report 26 Service summery report (FREE/PAID)

Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services-Insurance Renewal Automobile Vehicle Sales and Services Overview MANAGEMENT SALES PURCHASE MANAGEMENT MANAGEMENT SERVICES MANAGEMENT ACCOUNTS INSURANCE RENEWAL MANAGEMENT

Process Flow- Insurance Renewal Management

Primary Requirement- Insurance Renewal Management Category/Module Major Requirement Explanation Insurance Renewal Reminders to customers (SMS / Email) for renewal of insurance Customer has to be reminded for next vehicle insurance renewal. Customer insurance history Its very important to track the customer insurance renewal for sending the reminders and making them to renew the Insurance on time. This results in customer satisfaction and retention.

Tally.ERP 9 Fitment- Insurance Renewal Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 SMS reminders Yes 2 Email reminders 3 Customer data base 4 Customer insurance renewal due date report 5 Receipt generation 6 Customer vehicle insurance history 7 Insurance renewal profit report

Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services-Accounts Management Automobile Vehicle Sales and Services Overview MANAGEMENT SALES PURCHASE MANAGEMENT MANAGEMENT SERVICES MANAGEMENT ACCOUNTS INSURANCE RENEWAL MANAGEMENT

Process Flow- Accounts Management

Tally.ERP 9 Fitment- Accounts Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Purchase order pending report Yes 2 Purchase order book 3 Purchase register 4 Purchase return report or replacement report 5 Transit damage report 6 Re-order status report 7 Stock summary 8 Model wise sales report 9 Sub dealer wise sales report 10 Sales bill pending report 11 Job card report 12 Service- day wise report 13 Day wise job card report 14 Warranty report Contd..

Tally.ERP 9 Fitment- Accounts Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 15 Battery warranty report Yes 16 Accidental service report 17 Free service report 18 Paid service report 19 Vehicle history report 20 Vehicle timing sheet 21 Service redemption report 22 Spare parts profit report 23 Insurance renewal report 24 Pay slip 25 Pay sheet 26 Payment advice 27 Employee profile 28 Attendance register Contd..

Tally.ERP 9 Fitment- Accounts Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 29 Attendance sheet Yes 30 Balance sheet 31 Profit and loss account 32 Ageing analysis 33 VAT reports 34 Service tax reports 35 Gratuity reports 36 Provident fund reports and forms 37 ESI reports and forms 38 Professional tax report and forms 39 Daily sales report- item wise 40 Daily sales report-brand wise 41 Daily sales report- model wise 42 Sales and service incentive report 43 Outstanding receivable and payable 44 Columnar report

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